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Disclosery

Steele Capital Management, Inc.: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Steele Capital Management, Inc. on MSFT, newest first. How the timeline and the estimate are built.

Steele Capital Management, Inc. held 14,721 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,721 shares
    Change vs previous 13F +1,114 shares

    0.2% of the 13F portfolio, value $5,491,304.

    13F-HR 0001646695-26-000003 filed by Steele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 13,607 shares
    Change vs previous 13F -641 shares

    0.21% of the 13F portfolio, value $5,036,822.

    13F-HR 0001646695-26-000002 filed by Steele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 14,248 shares
    Change vs previous 13F +34 shares

    0.3% of the 13F portfolio, value $6,890,412.

    13F-HR 0001646695-26-000001 filed by Steele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 14,214 shares
    Change vs previous 13F -606 shares

    0.33% of the 13F portfolio, value $7,362,350.

    13F-HR 0001646695-25-000005 filed by Steele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 14,820 shares
    Change vs previous 13F +257 shares

    0.35% of the 13F portfolio, value $7,371,762.

    13F-HR 0001646695-25-000004 filed by Steele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,563 shares
    Change vs previous 13F +470 shares

    0.28% of the 13F portfolio, value $5,466,856.

    13F-HR 0001646695-25-000003 filed by Steele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 14,093 shares
    Change vs previous 13F -267 shares

    0.31% of the 13F portfolio, value $5,940,175.

    13F-HR 0001646695-25-000001 filed by Steele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 14,360 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $6,179,013.

    13F-HR 0001646695-24-000008 filed by Steele Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).